Instantly + Pipedrive

Create Deals in Pipedrive When New Events Occur in Instantly

Stay on top of your sales pipeline effortlessly with this workflow that connects Instantly and Pipedrive. Whenever a new event occurs in Instantly, this automation will swiftly create a deal in Pipedrive, ensuring you never miss an opportunity to close a sale. Save time, improve efficiency, and maintain a streamlined sales process with this intuitive combination.

Stay on top of your sales pipeline effortlessly with this workflow that connects Instantly and Pipedrive. Whenever a new event occurs in Instantly, this automation will swiftly create a deal in Pipedrive, ensuring you never miss an opportunity to close a sale. Save time, improve efficiency, and maintain a streamlined sales process with this intuitive combination.

  1. When this happens...
    InstantlyInstantly
    New Event

    Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Campaign

    • Event Type

    Trigger
    Instant
    Try It
    • CampaignRequired

    • TagRequired

    Action
    Write
    • CampaignRequired

    • Ignore if lead exists in other campaigns

    • Launch campaign if it is paused or completed

    • Email addressRequired

    • First Name

    • Last Name

    • Company Name

    • Personalization

    • Custom Variables

    Action
    Write
    • Campaign

    • Email AddressRequired

    Action
    Write
    • Email accountsRequired

    • TagRequired

    Action
    Write
    • Email or domainRequired

    Action
    Write
    • Tag LabelRequired

    • Tag Description

    Action
    Write
    • Email accountsRequired

    • TagRequired

    Action
    Write
instantly logo
instantly logo

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.
Learn more

Related categories

  • Email
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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